PIMCO Ltd. - Pacific Investment Management Company
Client Service Associate (Money Movement)
PIMCO Ltd. - Pacific Investment Management Company, San Diego, California, United States, 92189
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility, and Excellence. We believe each of us is here to help others succeed, and this has led to PIMCO being recognized as an innovator, industry thought leader, and trusted advisor to our clients.The team:
We have a diverse, hardworking, and collegial team of professionals representing different levels of experience across the financial services and asset management industry. Our team environment promotes open communication, the ability to collaborate on special projects, and opportunities to be challenged while honing your skill set along the way.We're committed to the success of our Associates and will provide you with comprehensive training and mentorship from our experienced staff. In addition, you'll have an opportunity for career growth in our dynamic team that we describe as the 'gold standard' in client service.The opportunity:
As a
Money Movement Associate , you'll be a primary contact for our clients and internal partners, and provide 'best in class' service by:Effectively processing and detailing money movement requests received from clients while adhering to all wire processing quality and operational controls.Authenticating outgoing wire requests with an authorized representative of the account via phone.Monitoring wire processing status and confirming wire completion.Coordinating with the Portfolio Management team to accurately communicate cash needs for the client.Auditing money movement transactions to ensure compliance with internal controls.Preparing internal cash management systems for processing workflows between teams.Working reciprocally with various teams within the firm to resolve and follow up on client requests and issues, as well as provide support on special projects.Developing new team processes and proactively seeking to improve existing team workflows by refining and implementing changes to existing procedures.Providing confirmation and monitoring new deposits into client accounts.Qualifications:
To be successful in this role, our qualified candidate will have:Bachelor's degree from an accredited 4-year institution.2-4 years of experience in financial services, asset management, investment banking, or accounting; working knowledge of Operations and Client Service preferred; FINRA registrations are a plus.Due to the nature of risk with responsibilities, attention to detail and accuracy are required.Ambitious, ethical, and capable of building positive relationships.Engaging communication skills, both oral and written.Ability to work well in a team environment and openness to collaboration.Working knowledge of Advent APX or APL or with a portfolio accounting system is a plus.PIMCO follows a total compensation approach when rewarding employees, which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.Salary Range: $75,000.00 - $80,000.00Equal Employment Opportunity and Affirmative Action StatementPIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial, and municipal laws. The company also prohibits discrimination on other bases such as medical condition or marital status under applicable laws.Applicants with DisabilitiesPIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
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We have a diverse, hardworking, and collegial team of professionals representing different levels of experience across the financial services and asset management industry. Our team environment promotes open communication, the ability to collaborate on special projects, and opportunities to be challenged while honing your skill set along the way.We're committed to the success of our Associates and will provide you with comprehensive training and mentorship from our experienced staff. In addition, you'll have an opportunity for career growth in our dynamic team that we describe as the 'gold standard' in client service.The opportunity:
As a
Money Movement Associate , you'll be a primary contact for our clients and internal partners, and provide 'best in class' service by:Effectively processing and detailing money movement requests received from clients while adhering to all wire processing quality and operational controls.Authenticating outgoing wire requests with an authorized representative of the account via phone.Monitoring wire processing status and confirming wire completion.Coordinating with the Portfolio Management team to accurately communicate cash needs for the client.Auditing money movement transactions to ensure compliance with internal controls.Preparing internal cash management systems for processing workflows between teams.Working reciprocally with various teams within the firm to resolve and follow up on client requests and issues, as well as provide support on special projects.Developing new team processes and proactively seeking to improve existing team workflows by refining and implementing changes to existing procedures.Providing confirmation and monitoring new deposits into client accounts.Qualifications:
To be successful in this role, our qualified candidate will have:Bachelor's degree from an accredited 4-year institution.2-4 years of experience in financial services, asset management, investment banking, or accounting; working knowledge of Operations and Client Service preferred; FINRA registrations are a plus.Due to the nature of risk with responsibilities, attention to detail and accuracy are required.Ambitious, ethical, and capable of building positive relationships.Engaging communication skills, both oral and written.Ability to work well in a team environment and openness to collaboration.Working knowledge of Advent APX or APL or with a portfolio accounting system is a plus.PIMCO follows a total compensation approach when rewarding employees, which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.Salary Range: $75,000.00 - $80,000.00Equal Employment Opportunity and Affirmative Action StatementPIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial, and municipal laws. The company also prohibits discrimination on other bases such as medical condition or marital status under applicable laws.Applicants with DisabilitiesPIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
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